YYY vs SPEU
Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EUROPE ETF (SPEU, ETF).
5-Year PerformanceSPEU has outperformed YYY, delivering a return of +9.3% compared to +3.3%
YYY vs SPEU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YYY
$728M
SPEU
$728M
Expense Ratio
YYY
3.23%
Winner
SPEU
0.07%
Max Drawdown
Winner
YYY
59.65%
SPEU
64.50%
Sharpe Ratio
YYY
0.67
Winner
SPEU
1.02
5Y Beta
Winner
YYY
0.53
SPEU
0.67
5Y Dividends CAGR
YYY
0.00%
Winner
SPEU
15.70%
YYY vs SPEU - Holdings Comparison
YYY and SPEU have 1 common holdings. Overlap is -0.41%
YYY's top 25 holdings weight is 57.15%. SPEU's top 25 holdings weight is 31.90%.
| Rank | YYY | SPEU |
|---|---|---|
| #1 | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND (GOF) - 3.47% | ASML HOLDING NV (n/a) - 4.07% |
| #2 | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.43% | HSBC HOLDINGS PLC (n/a) - 2.01% |
| #3 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.38% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.71% |
| #4 | TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.23% | ASTRAZENECA PLC (AZN:XLON) - 1.70% |
| #5 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.17% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.68% |
| #6 | PIMCO HIGH INCOME FUND (PHK) - 3.12% | NESTLE SA (n/a) - 1.57% |
| #7 | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 2.77% | SHELL PLC (n/a) - 1.51% |
| #8 | n/a (IGR) - 2.57% | SIEMENS AG (n/a) - 1.50% |
| #9 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.55% | TOTALENERGIES SE (TTE:XPAR) - 1.20% |
| #10 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.54% | SCHNEIDER ELECTRIC SE (n/a) - 1.19% |
| #11 | PIMCO INCOME STRATEGY FUND II (PFN) - 2.53% | SAP SE (n/a) - 1.19% |
| #12 | PIMCO ACCESS INCOME FUND (PAXS) - 2.43% | BANCO SANTANDER SA (n/a) - 1.13% |
| #13 | ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.40% | ABB LTD (n/a) - 1.07% |
| #14 | ABRDN ASIA-PACIFIC INCOME (FAX) - 2.32% | ALLIANZ SE (n/a) - 1.03% |
| #15 | ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.17% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.92% |
| #16 | ABERDEEN INDIA FUND, INC (IFN) - 1.75% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.90% |
| #17 | NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.69% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.88% |
| #18 | KKR INCOME OPPORTUNITIES FUND (KIO) - 1.66% | IBERDROLA SA (n/a) - 0.87% |
| #19 | n/a (NXG) - 1.57% | NOVO NORDISK AS CLASS B (n/a) - 0.86% |
| #20 | ABRDN HEALTHCARE INVESTORS (HQH) - 1.44% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.85% |
| #21 | BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 1.43% | INFINEON TECHNOLOGIES AG (n/a) - 0.83% |
| #22 | GABELLI EQUITY TRUST INC (GAB) - 1.39% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.82% |
| #23 | PIMCO INCOME STRATEGY FUND (PFL) - 1.38% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81% |
| #24 | BLACKROCK FLOAT RATE STRAT (FRA) - 1.38% | UNICREDIT SPA (n/a) - 0.81% |
| #25 | BLACKROCK HEALTH SCIENCES TERM TRUST (BMEZ) - 1.38% | SAFRAN SA (n/a) - 0.79% |
| Total Holdings | 63 | 1644 |
YYY vs SPEU - Historical Returns
Returns include dividend reinvestment.
1M
YYY
+1.07%
Winner
SPEU
+4.56%
3M
YYY
+1.49%
Winner
SPEU
+5.78%
6M
YYY
+2.63%
Winner
SPEU
+4.65%
1Y
YYY
+8.94%
Winner
SPEU
+20.33%
5Y(CAGR)
YYY
+3.34%
Winner
SPEU
+9.30%
10Y(CAGR)
YYY
+5.15%
Winner
SPEU
+9.89%
Max(CAGR)
YYY
+5.92%
Winner
SPEU
+6.94%
YYY vs SPEU - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | YYY | SPEU |
|---|---|---|
| 2026 | +6.03% | +11.13% |
| 2025 | +12.27% | +36.36% |
| 2024 | +11.16% | +3.25% |
| 2023 | +11.07% | +18.55% |
| 2022 | -22.00% | -16.89% |
| 2021 | +14.86% | +15.15% |
| 2020 | -1.24% | +5.51% |
| 2019 | +20.23% | +26.65% |
| 2018 | -10.11% | -14.22% |
| 2017 | +13.66% | +23.32% |
| 2016 | +16.17% | -0.88% |
| 2015 | -7.94% | -3.55% |
| 2014 | +2.13% | -6.06% |
| 2013 | +11.35% | +19.74% |
| 2012 | +13.80% | +13.57% |
| 2011 | N/A | -8.86% |
| 2010 | N/A | -5.47% |
| 2009 | N/A | +27.35% |
| 2008 | N/A | -41.67% |
| 2007 | N/A | +12.63% |
| 2006 | N/A | +22.33% |
| 2005 | N/A | +8.00% |
| 2004 | N/A | +14.20% |
| 2003 | N/A | +34.05% |
| 2002 | N/A | -4.69% |
YYY vs SPEU Drawdown Comparison
The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for SPEU was -62.46%, occurring on Mar 9, 2009. Recovery took 2572 trading sessions.
The current YYY drawdown is -0.96%. The current SPEU drawdown is -0.06%.
| Rank | YYY | SPEU |
|---|---|---|
| #1 | -42.52% Feb 20, 2020 - Feb 8, 2021 | -62.46% Oct 31, 2007 - Jan 19, 2018 |
| #2 | -27.96% Jul 2, 2021 - Sep 24, 2024 | -36.83% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -26.28% May 29, 2014 - Mar 1, 2017 | -32.71% Nov 3, 2021 - Feb 22, 2024 |
| #4 | -14.22% Oct 2, 2018 - Mar 13, 2019 | -21.87% Jan 26, 2018 - Dec 16, 2019 |
| #5 | -13.47% Feb 18, 2025 - Jun 3, 2025 | -20.15% Nov 21, 2002 - May 7, 2003 |
| #6 | -10.33% Apr 1, 2013 - Dec 24, 2013 | -14.17% Mar 18, 2025 - May 2, 2025 |
| #7 | -8.85% Sep 14, 2012 - Dec 19, 2012 | -12.63% May 9, 2006 - Sep 1, 2006 |
| #8 | -8.07% Feb 18, 2026 - Apr 30, 2026 | -12.57% Jul 12, 2007 - Oct 1, 2007 |
| #9 | -6.21% Jun 21, 2012 - Jul 3, 2012 | -12.09% Feb 25, 2026 - Jul 2, 2026 |
| #10 | -5.40% Dec 4, 2024 - Feb 18, 2025 | -11.41% Sep 26, 2024 - Mar 3, 2025 |
| #11 | -5.04% Jan 26, 2018 - Oct 2, 2018 | -10.14% Feb 17, 2004 - Nov 1, 2004 |
| #12 | -4.90% Dec 19, 2012 - Jan 24, 2013 | -7.95% Feb 26, 2007 - Apr 4, 2007 |
| #13 | -4.38% Jan 22, 2014 - Feb 14, 2014 | -7.94% Jun 18, 2003 - Oct 3, 2003 |
| #14 | -4.19% Feb 1, 2013 - Mar 20, 2013 | -6.88% Mar 8, 2005 - Aug 1, 2005 |
| #15 | -3.81% May 3, 2019 - Jun 17, 2019 | -6.73% Oct 21, 2002 - Nov 5, 2002 |
Correlation
Correlation between YYY and SPEU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2003 - 2026)
YYY vs SPEU dividend yield comparison.
| Year | YYY | SPEU |
|---|---|---|
| 2026 | 7.38% | 1.96% |
| 2025 | 12.51% | 3.46% |
| 2024 | 12.50% | 3.29% |
| 2023 | 12.39% | 2.91% |
| 2022 | 12.36% | 3.08% |
| 2021 | 9.08% | 2.67% |
| 2020 | 9.79% | 2.29% |
| 2019 | 9.10% | 3.19% |
| 2018 | 9.73% | 3.99% |
| 2017 | 8.16% | 2.82% |
| 2016 | 10.34% | 3.66% |
| 2015 | 10.77% | 3.62% |
| 2014 | 9.54% | 5.91% |
| 2013 | 5.14% | 3.06% |
| 2012 | 4.47% | 3.59% |
| 2011 | 0.00% | 4.73% |
| 2010 | 0.00% | 2.64% |
| 2009 | 0.00% | 3.62% |
| 2008 | 0.00% | 6.28% |
| 2007 | 0.00% | 3.52% |
| 2006 | 0.00% | 2.99% |
| 2005 | 0.00% | 3.04% |
| 2004 | 0.00% | 2.20% |
| 2003 | 0.00% | 2.21% |
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